Warehouses and Lakes
Sales & Support Analytics

How to load data from Genesys to BigQuery

Learn how to use Airbyte to synchronize your Genesys data into BigQuery within minutes.

TL;DR

This can be done by building a data pipeline manually, usually a Python script (you can leverage a tool as Apache Airflow for this). This process can take more than a full week of development. Or it can be done in minutes on Airbyte in three easy steps:

  1. set up Genesys as a source connector (using Auth, or usually an API key)
  2. set up BigQuery as a destination connector
  3. define which data you want to transfer and how frequently

You can choose to self-host the pipeline using Airbyte Open Source or have it managed for you with Airbyte Cloud.

This tutorial’s purpose is to show you how.

What is Genesys

Genesys is a cloud-based customer experience platform that helps businesses improve their customer interactions across all channels, including voice, email, chat, and social media. The platform provides a range of tools and features, including intelligent routing, self-service options, and real-time analytics, to help businesses deliver personalized and efficient customer experiences. Genesys also offers integrations with popular CRM and marketing automation systems, as well as AI-powered chatbots and virtual assistants to automate routine tasks and improve customer engagement. With Genesys, businesses can streamline their customer service operations, reduce costs, and increase customer satisfaction.

What is BigQuery

BigQuery is an enterprise data warehouse that draws on the processing power of Google Cloud Storage to enable fast processing of SQL queries through massive datasets. BigQuery helps businesses select the most appropriate software provider to assemble their data, based on the platforms the business uses. Once a business’ data is acculumated, it is moved into BigQuery. The company controls access to the data, but BigQuery stores and processes it for greater speed and convenience.

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Prerequisites

  1. A Genesys account to transfer your customer data automatically from.
  2. A BigQuery account.
  3. An active Airbyte Cloud account, or you can also choose to use Airbyte Open Source locally. You can follow the instructions to set up Airbyte on your system using docker-compose.

Airbyte is an open-source data integration platform that consolidates and streamlines the process of extracting and loading data from multiple data sources to data warehouses. It offers pre-built connectors, including Genesys and BigQuery, for seamless data migration.

When using Airbyte to move data from Genesys to BigQuery, it extracts data from Genesys using the source connector, converts it into a format BigQuery can ingest using the provided schema, and then loads it into BigQuery via the destination connector. This allows businesses to leverage their Genesys data for advanced analytics and insights within BigQuery, simplifying the ETL process and saving significant time and resources.

Step 1: Set up Genesys as a source connector

1. First, navigate to the Airbyte website and create an account.
2. Once you have logged in, click on the ""Sources"" tab on the left-hand side of the screen.
3. Scroll down until you find the Genesys source connector and click on it.
4. You will be prompted to enter your Genesys API credentials. Enter these and click ""Test Connection"" to ensure that the credentials are correct.
5. Once the connection has been established, you can configure the connector to select the data you want to sync.
6. Choose the tables or data sources you want to sync and set any relevant filters or parameters.
7. Click ""Save"" to save your configuration.
8. You can now run a sync to start pulling data from your Genesys source into Airbyte.
9. Monitor the sync to ensure that it is running smoothly and troubleshoot any issues that arise.
10. Once the sync is complete, you can use Airbyte's destination connectors to send the data to your desired destination.

Step 2: Set up BigQuery as a destination connector

1. First, navigate to the Airbyte dashboard and select the "Destinations" tab on the left-hand side of the screen.

2. Scroll down until you find the "BigQuery" destination connector and click on it.

3. Click the "Create Destination" button to begin setting up your BigQuery destination.

4. Enter your Google Cloud Platform project ID and service account credentials in the appropriate fields.

5. Next, select the dataset you want to use for your destination and enter the table prefix you want to use.

6. Choose the schema mapping for your data, which will determine how your data is organized in BigQuery.

7. Finally, review your settings and click the "Create Destination" button to complete the setup process.

8. Once your destination is created, you can begin configuring your source connectors to start syncing data to BigQuery.

9. To do this, navigate to the "Sources" tab on the left-hand side of the screen and select the source connector you want to use.

10. Follow the prompts to enter your source credentials and configure your sync settings.

11. When you reach the "Destination" step, select your BigQuery destination from the dropdown menu and choose the dataset and table prefix you want to use.

12. Review your settings and click the "Create Connection" button to start syncing data from your source to your BigQuery destination.

Step 3: Set up a connection to sync your Genesys data to BigQuery

Once you've successfully connected Genesys as a data source and BigQuery as a destination in Airbyte, you can set up a data pipeline between them with the following steps:

  1. Create a new connection: On the Airbyte dashboard, navigate to the 'Connections' tab and click the '+ New Connection' button.
  2. Choose your source: Select Genesys from the dropdown list of your configured sources.
  3. Select your destination: Choose BigQuery from the dropdown list of your configured destinations.
  4. Configure your sync: Define the frequency of your data syncs based on your business needs. Airbyte allows both manual and automatic scheduling for your data refreshes.
  5. Select the data to sync: Choose the specific Genesys objects you want to import data from towards BigQuery. You can sync all data or select specific tables and fields.
  6. Select the sync mode for your streams: Choose between full refreshes or incremental syncs (with deduplication if you want), and this for all streams or at the stream level. Incremental is only available for streams that have a primary cursor.
  7. Test your connection: Click the 'Test Connection' button to make sure that your setup works. If the connection test is successful, save your configuration.
  8. Start the sync: If the test passes, click 'Set Up Connection'. Airbyte will start moving data from Genesys to BigQuery according to your settings.

Remember, Airbyte keeps your data in sync at the frequency you determine, ensuring your BigQuery data warehouse is always up-to-date with your Genesys data.

Use Cases to transfer your Genesys data to BigQuery

Integrating data from Genesys to BigQuery provides several benefits. Here are a few use cases:

  1. Advanced Analytics: BigQuery’s powerful data processing capabilities enable you to perform complex queries and data analysis on your Genesys data, extracting insights that wouldn't be possible within Genesys alone.
  2. Data Consolidation: If you're using multiple other sources along with Genesys, syncing to BigQuery allows you to centralize your data for a holistic view of your operations, and to set up a change data capture process so you never have any discrepancies in your data again.
  3. Historical Data Analysis: Genesys has limits on historical data. Syncing data to BigQuery allows for long-term data retention and analysis of historical trends over time.
  4. Data Security and Compliance: BigQuery provides robust data security features. Syncing Genesys data to BigQuery ensures your data is secured and allows for advanced data governance and compliance management.
  5. Scalability: BigQuery can handle large volumes of data without affecting performance, providing an ideal solution for growing businesses with expanding Genesys data.
  6. Data Science and Machine Learning: By having Genesys data in BigQuery, you can apply machine learning models to your data for predictive analytics, customer segmentation, and more.
  7. Reporting and Visualization: While Genesys provides reporting tools, data visualization tools like Tableau, PowerBI, Looker (Google Data Studio) can connect to BigQuery, providing more advanced business intelligence options. If you have a Genesys table that needs to be converted to a BigQuery table, Airbyte can do that automatically.

Wrapping Up

To summarize, this tutorial has shown you how to:

  1. Configure a Genesys account as an Airbyte data source connector.
  2. Configure BigQuery as a data destination connector.
  3. Create an Airbyte data pipeline that will automatically be moving data directly from Genesys to BigQuery after you set a schedule

With Airbyte, creating data pipelines take minutes, and the data integration possibilities are endless. Airbyte supports the largest catalog of API tools, databases, and files, among other sources. Airbyte's connectors are open-source, so you can add any custom objects to the connector, or even build a new connector from scratch without any local dev environment or any data engineer within 10 minutes with the no-code connector builder.

We look forward to seeing you make use of it! We invite you to join the conversation on our community Slack Channel, or sign up for our newsletter. You should also check out other Airbyte tutorials, and Airbyte’s content hub!

What should you do next?

Hope you enjoyed the reading. Here are the 3 ways we can help you in your data journey:

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Easily address your data movement needs with Airbyte Cloud
Take the first step towards extensible data movement infrastructure that will give a ton of time back to your data team. 
Get started with Airbyte for free
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Talk to a data infrastructure expert
Get a free consultation with an Airbyte expert to significantly improve your data movement infrastructure. 
Talk to sales
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Improve your data infrastructure knowledge
Subscribe to our monthly newsletter and get the community’s new enlightening content along with Airbyte’s progress in their mission to solve data integration once and for all.
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Connectors Used

What should you do next?

Hope you enjoyed the reading. Here are the 3 ways we can help you in your data journey:

flag icon
Easily address your data movement needs with Airbyte Cloud
Take the first step towards extensible data movement infrastructure that will give a ton of time back to your data team. 
Get started with Airbyte for free
high five icon
Talk to a data infrastructure expert
Get a free consultation with an Airbyte expert to significantly improve your data movement infrastructure. 
Talk to sales
stars sparkling
Improve your data infrastructure knowledge
Subscribe to our monthly newsletter and get the community’s new enlightening content along with Airbyte’s progress in their mission to solve data integration once and for all.
Subscribe to newsletter

Connectors Used

Frequently Asked Questions

What data can you extract from Genesys?

Genesys's API provides access to a wide range of data related to customer interactions and contact center operations. The following are the categories of data that can be accessed through Genesys's API:

1. Customer data: This includes information about customers such as their name, contact details, and previous interactions with the contact center.

2. Interaction data: This includes data related to customer interactions such as call recordings, chat transcripts, and email conversations.

3. Agent data: This includes information about agents such as their availability, skills, and performance metrics.

4. Queue data: This includes data related to the queues in the contact center such as the number of calls waiting, average wait time, and service level.

5. Routing data: This includes data related to the routing of interactions such as the routing strategy, routing rules, and routing statistics.

6. Reporting data: This includes data related to contact center performance such as call volume, handle time, and customer satisfaction scores.

7. Configuration data: This includes data related to the configuration of the contact center such as the IVR menu, agent groups, and business hours.

Overall, Genesys's API provides access to a comprehensive set of data that can be used to improve customer experience, optimize contact center operations, and drive business outcomes.

What data can you transfer to BigQuery?

You can transfer a wide variety of data to BigQuery. This usually includes structured, semi-structured, and unstructured data like transaction records, log files, JSON data, CSV files, and more, allowing robust, scalable data integration and analysis.

What are top ETL tools to transfer data from Genesys to BigQuery?

The most prominent ETL tools to transfer data from Genesys to BigQuery include:

  • Airbyte
  • Fivetran
  • Stitch
  • Matillion
  • Talend Data Integration

These tools help in extracting data from Genesys and various sources (APIs, databases, and more), transforming it efficiently, and loading it into BigQuery and other databases, data warehouses and data lakes, enhancing data management capabilities.